CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$587,000
+2.3%
19,653
+8.9%
0.10%
+2.1%
Q2 2022$574,000
-21.9%
18,047
-16.6%
0.09%
-16.1%
Q1 2022$735,000
+98.1%
21,644
+105.9%
0.11%
+100.0%
Q4 2021$371,000
+14.9%
10,513
+12.0%
0.06%
+5.7%
Q3 2021$323,000
+9.9%
9,383
+10.4%
0.05%
+3.9%
Q2 2021$294,000
+124.4%
8,500
+113.2%
0.05%
+96.2%
Q1 2021$131,000
+835.7%
3,987
+713.7%
0.03%
+550.0%
Q2 2020$14,0004900.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2019$26,000
+4.0%
8670.0%0.01%
-6.7%
Q1 2019$25,000
+13.6%
8670.0%0.02%
-6.2%
Q4 2018$22,000
-46.3%
867
-36.1%
0.02%
-33.3%
Q3 2018$41,000
+2.5%
1,3570.0%0.02%
+4.3%
Q2 2018$40,000
-9.1%
1,357
-10.8%
0.02%
-17.9%
Q1 2018$44,0001,5220.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 738,995$25,414,0218.53%
Blankinship & Foster, LLC 531,628$18,283,0007.43%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,549,692$122,074,0005.59%
TOTAL INVESTMENT MANAGEMENT INC 419,439$14,424,0003.59%
Verde Capital Management 235,424$8,096,0003.37%
COLDSTREAM CAPITAL MANAGEMENT INC 2,410,460$66,384,0003.22%
Wealthgate Family Office, LLC 56,290$1,936,0002.98%
VERITY Wealth Advisors 95,564$3,286,0002.94%
WESCAP Management Group, Inc. 267,821$9,210,0002.68%
Exchange Capital Management, Inc. 379,212$13,041,0002.53%
View complete list of ISHARES TR shareholders